APPS - All posts tagged APPS

Which is the better buy on the dip, Facebook or Twitter? For a trader, say over the next 3-6 months, I’d guess Twitter’s got more upside from today’s quote. For an investor, say over the next 3-6 years …

With all the new channels of distribution for movies and TV shows, Sony’s exhaustive catalog of great TV shows and movies gives the company a lot of leverage and could be entering a prime “content is king” phase of their business.

IWatch? A slimmer, bigger iPhone (maybe or maybe not called “iPhone 6″) and iPad screen? Yup, that’ll be cool, but if that’s all that Apple unveils tomorrow, that stock will be down 5% by the close and likely be in a funk for the rest of the year.

Wearables are to the smartphone and tablet what the smartphone and tablet were to PCs. Wearable technology that keeps people and companies connected to the Internet through simple-to-use apps is the single most evolutionarily revolutionary technology to hit since the smartphone was first rolled out.

But guess what. You had to buy the best-run, largest cap retail Internet stocks like eBay and Amazon. Fast-forward to today, and every day I get comments from retail investors who want to invest in the growth of legalized marijuana about “what could go wrong by throwing a little bit of money in front of that kind of a train before it leaves the station by buying crappy, hyped up pot penny stocks. You see them on all of my recent articles about why investors who want to invest in the legalized marijuana revolution should only buy the best-run, largest cap water and farming infrastructure companies like Lindsay LNN and Aegeon AEGN. See what happened to KTLI in the chart below. Pets.com is gone too.

Some of our past successes have included getting into Google on its IPO day, Apple at $7 a share, getting us positioned to profit in front of the ongoing bubble blowing bull market five years ago, our 3-D printing stock basket from two years ago, and the booming App Revolution Bubble that is also still ongoing. And a couple weeks ago, I started trying to get us positioned for a new Drone Revolution Bubble, that will likely be the next “Big Thing” in tech, and we’ve already got the two best suppliers into the industry.

A couple years later I didn’t feel so stupid when I got a distressed email from a telecom analyst who had just realized that RIMM had passed AT&T in market cap at some point. The stock was now near $50 and on its way to $100. I eventually re-shorted as Android and iPhone finally created the exact dynamic I’d long expected to see the Blackberry platform suffer, as it lost critical mass.

So fast forward to today, it’s more of the same, no? Whether or not the Fed continues to taper a few tens of billions of dollars here and there in their outright QE, nothing much has really changed in regards to all those trillions of dollars that the government is continuing to inject into the economy annually. Which is a large part of why I continue to ride my long-held Google $GOOG, Apple $AAPL , Sandisk $SNDK, Facebook $FB and other stocks positioned to boom.

I got a note from someone with a fascinating premise. Just imagine for a moment if everybody using U.S. dollars for their money today started using bitcoin instead. You could take the total circulation of dollars and divide it by the number of bitcoins to get some rough estimate of where bitcoin would be if it were to become the world’s de facto standard currency in a few decades or something. Dividing the current 1.2 trillion U.S. dollars in circulation by the 12 million bitcoins that have been issued, would give you a $100,000 bitcoin. This guy’s looking for a $1 million bitcoin. Not that I’m expecting that, but it’s an interesting thought for sure.

I remain so bullish about the app world that I recently acquired Scutify.com that had my favorite iPhone app. Scutify is basically an expanded stock-market-centric twitter (here’s the Scutify $TWTR feed for example). It’s the best stock market app out there. Click here to download the Scutify Android app or click here for the Scutify iPhone app. You can get real-time news, tweets, charts and my favorite “Scuttles” about any stock or commodity or even bitcoin. With FSLR, DDD, and AMZNearnings still to come, you’ll find this Scutify and their apps are the best ways to stay up to speed in real-time.

About The Cody Word

Cody Willard writes the Revolution Investing investment newsletter for MarketWatch and posts the trades from his personal account at TradingWithCody.com He is the founder of WallStreetAll-Stars.com and the principal of CL Willard Capital. Cody serves as an adjunct professor at Seton Hall University and is on the University of New Mexico Alumni Board. He was an anchor on the Fox Business Network, where he was the co-host of the long-time #1-rated show on the network, Fox Business Happy Hour. Cody, a former hedge fund manager, and his stock picks and economic outlooks have been featured on NBC’s The Tonight Show with Jay Leno, ABC’s 20/20, CBS Evening News, CNBC’s SquawkBox, Jon Stewart’s The Daily Show, as well as in the Financial Times, Wall Street Journal, New York Times, and many other outlets.